AUMdb

General Beverage & General Beer Profit Sharing Plan

Sponsored by General Beverage Sales Corp. · EIN 390789974 · Plan #001

Total assets
$91.9M
Net assets
$91.9M
Active participants
792
With balances
1,000

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $109,457
Oneamerica Inv Advisory Svcs Llc Investment management, Investment management fees (indirect) $25,446
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0